Adding Setup Fees to Your Recurring Invoices: A Step-by-Step Guide
Introduction
Imagine you’re a business owner, juggling multiple tasks, trying to streamline your invoicing process. Now, what if there was a way to simplify adding setup fees to those recurring invoices? Enter Tina, with her latest video tutorial on HighLevel, where she walks you through the process effortlessly. Let’s delve into the details!
Tina’s Tutorial Unpacked
In her video, Tina demonstrates how to add a setup fee to recurring invoices in a seamless step-by-step manner. Let’s break it down:
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Creating a New Product with a Setup Fee: Tina kicks off the tutorial by guiding users on creating a fresh product that includes a setup fee. She navigates through the process with clarity and precision.
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Setting Up the Recurring Invoice: Next, Tina sheds light on setting up the recurring invoice. Her instructions are crystal clear, ensuring that users can easily follow along.
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Configuring the Details: Tina doesn’t leave any stone unturned as she explains the intricacies of configuring the setup fee details. By the end of this segment, users are well-versed in this aspect.
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Finalizing and Scheduling the Invoice: As the tutorial progresses, Tina demonstrates the crucial step of finalizing and scheduling the invoice. Her guidance is invaluable in ensuring a smooth invoicing process.
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Testing the Process: To wrap up the tutorial, Tina emphasizes the importance of testing the process to guarantee its effectiveness. With her insightful tips, users can troubleshoot any issues that may arise.
The New Update: A Game-Changer
With this new update on HighLevel, users can now effortlessly add the setup fee to the first invoice, while subsequent recurring invoices only display the regular charge. This enhancement streamlines the invoicing process, making it more efficient for businesses.
In conclusion, Tina’s tutorial on HighLevel is a game-changer for businesses looking to simplify their invoicing process by incorporating setup fees into recurring invoices seamlessly. So why wait? Dive into the tutorial and revolutionize your invoicing game today!